Golden State Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Golden State Wealth Management’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Sell	43,391 -1,534	-3%	-$78.5K	0.2%	106
2026 Q1	$2.28M	Sell	44,925 -6,418	-13%	-$330K	0.25%	83
2025 Q4	$2.63M	Buy	51,343 +20	+0%	+$1.02K	0.28%	71
2025 Q3	$2.6M	Sell	51,323 -427	-0.8%	-$21.3K	0.29%	65
2025 Q2	$2.58M	Sell	51,750 -2,110	-4%	-$105K	0.31%	62
2025 Q1	$2.72M	Sell	53,860 -15,925	-23%	-$812K	0.4%	54
2024 Q4	$3.56M	Buy	+69,785	New	+$3.59M	0.53%	36
2022 Q1	$309K	Buy	5,828 +1,504	+35%	+$82.8K	0.06%	233
2021 Q4	$246K	Hold	4,324	–	–	0.04%	325
2021 Q3	$246K	Buy	4,324 +633	+17%	+$36.4K	0.05%	261
2021 Q2	$211K	Sell	3,691 -950	-20%	-$54.2K	0.05%	281
2021 Q1	$261K	Hold	4,641	–	–	0.09%	162
2020 Q4	$263K	Sell	4,641 -745	-14%	-$41.7K	0.08%	198
2020 Q3	$299K	Buy	+5,386	New	+$300K	0.1%	142
2020 Q2	–	Sell	-4,436	Closed	-$240K	–	489
2020 Q1	$240K	Buy	+4,436	New	+$247K	0.11%	130
2019 Q4	–	Sell	-4,436	Closed	-$246K	–	356
2019 Q3	$246K	Hold	4,436	–	–	0.08%	179
2019 Q2	$242K	Buy	+4,436	New	+$241K	0.08%	197

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Golden State Wealth Management's FMB Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 3.4% in Q2 2026, selling an estimated $78.5K and leaving 43,391 shares worth $2.23M. The position accounts for 0.2% of the portfolio, ranked #106.

Golden State Wealth Management first reported a position in FMB in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.56M in Q4 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Golden State Wealth Management held 43,391 shares of First Trust Managed Municipal ETF worth $2.23M as of Q2 2026.
Golden State Wealth Management sold 1,534 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $78.5K.
First Trust Managed Municipal ETF made up 0.2% of Golden State Wealth Management's portfolio in Q2 2026, its #106 holding.
Golden State Wealth Management first reported a position in First Trust Managed Municipal ETF in Q2 2019 and has held it in 17 quarters since.
Golden State Wealth Management's First Trust Managed Municipal ETF position peaked at $3.56M in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.